Ian Bloom
CFP
®,
RLP
®
Certified Financial Planner
About
Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.
In the press
The Financial Planning Association podcast, "The Quest for Purpose-First Planning"
LifeBlood podcast, "Intention and Money with Ian Bloom"
Michigan State Wealth Management podcast, "Ian Bloom"
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Want to interview a Policygenius expert?
Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.
press@policygenius.comPolicygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.
Selected stories from Ian
Best places to buy a house in Florida (2024)
Updated | 10 min read
We looked at typical home value, home value appreciation, and the vitality of the rental market to find out where to buy homes in Florida for real estate investment.
When is tornado season in Texas? (2024)
Updated | 6 min read
Tornado season in Texas falls during April, May, and June, though it’s not unheard of to see twisters make landfall throughout the entire year.
What is the impact of interest rate changes on your annuity?
Updated | 5 min read
The interest you earn on your annuity can impact the payments you receive. Your interest rate will depend on your insurer and the type of annuity you purchase.
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